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Portfolio (Quarterly) Guide ↗

Stone Wealth Partners

· CIK 0001813454
13F Portfolio $137M AUM 63 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 28 Added 14 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 133,745.0 $15.9M 11.64% -1K -0.8% $118.99 +2.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,790.0 $7.3M 5.36% -300.0 -3.0% $748.65 +3.0%
3 AGG ISHARES TR 54,789.0 $5.4M 3.96% -3K -5.3% $98.98 -1.2%
4 AAPL APPLE INC Technology 9,565.0 $2.8M 2.02% -54.0 -0.6% $289.48 +8.7%
5 BERKSHIRE HATHAWAY INC DEL 5,036.0 $2.5M 1.84% -121.0 -2.4% $500.39
6 WDC WESTERN DIGITAL CORP Technology 3,553.0 $2.3M 1.66% -1K -22.8% $638.72 -27.7%
7 CWS ADVISORSHARES TR 32,647.0 $2.2M 1.63% -397.0 -1.2% $68.23 +6.5%
8 NVDA NVIDIA CORPORATION Technology 8,154.0 $1.6M 1.19% -109.0 -1.3% $200.12 +13.9%
9 IVV ISHARES TR 1,674.0 $1.3M 0.92% -13.0 -0.8% $755.27 +2.6%
10 IYK ISHARES TR 11,248.0 $817K 0.60% -1K -9.8% $72.66 +2.8%
11 IWL ISHARES TR 4,118.0 $762K 0.56% -181.0 -4.2% $184.95 +3.3%
12 GOOGL ALPHABET INC Communication Services 2,127.0 $760K 0.56% -39.0 -1.8% $357.37 -4.7%
13 SCHD SCHWAB STRATEGIC TR 17,245.0 $547K 0.40% -260.0 -1.5% $31.71 +9.8%
14 XLV SELECT SECTOR SPDR TR 3,097.0 $492K 0.36% -1K -24.7% $158.71 +8.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.4%
Financial Services 28.0%
Communication Services 7.0%
Consumer Cyclical 7.0%
Consumer Defensive 3.5%
Industrials 0.7%
Healthcare 0.5%